good morning, mr. dave. and let's start with the fiscal cliff. we were just talking to becky about it. what's the best way for you to gauge where market is expecting a compromise here? >> good morning, kelly and ross. thanks for having me. you know what? one of the main things that the trading community has been looking at is a defense contractor. these guys are ground zero for any fiscal cliff stress. yesterday when the president got on and the future started selling off, we were watching the defense contractors. they weren't sliding whatsoever. so we were telling our clients, this is a near term blip in the market. unfortunately we are surrounding by headline trading. but a lot of the underlying current right now seem to be saying that the deal is saturdaying to come together. and i think becky hit it right on the head in the prior segment saying we're not seeing these guys in front of the cameras. they're in the rooms talking, which is important. so we keep telling clients, watch these defense contractors. it has utx, it has boeing, it has loc